Gifts of Stocks and Mutual Funds

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift. Here are some of the potential benefits:

  • Avoid paying capital gains tax.
  • Receive a charitable income tax deduction.
  • Enjoy possible increased income.
  • Further our mission today!

Make your gift today by electronic transfer!

Thank you for considering a gift of stocks and bonds to help support and continue Glenmary’s home mission ministry. When making a donation of securities please notify us and let us know the name of the company or corporation listed on the securities and the number of shares being sent to Glenmary. This enables us to connect your gift of securities with your name, since the wire transfer may not include that information.

For your convenience, Glenmary maintains a brokerage account to accept the direct wire transfer of securities. For further information please contact the Glenmary staff or brokerage representatives listed below.

Brokerage Contact Address
Merrill Lynch
5905 E. Galbraith Rd. Suite 7000
Cincinnati, Ohio  45236
Steve Reine – 513-985-5830
Kristin Fedders – 513-985-5825

Brokerage Wire Address
DTC #: 8862
Merrill Lynch   Account # 636-02676

Glenmary Staff
Michael Schneider, treasurer and chief administrator
513-881-7414
Luke Carey, planned giving officer
513-881-7441

Send us your gift by mail

If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may print this by clicking here. Please remember to use certified mail.